Alternative planning strategies

Stand out from the crowd with unique concepts

Next gen planning models

REAL-WORLD SOLUTIONS THAT PUT CLIENTS FIRST

As our industry continues down the path of commoditization, you need an edge to differentiate your planning philosophy. You also need out-of-the-box ways to add even more client value and future-proof your practice. Our advanced planning strategies and sales concepts help you get beyond outdated methods and conversations centered on unrealistic illustrations and products that too often fail to perform.

Instead, we equip you with incredibly unique tax-advantaged strategies and tools. Through comprehensive training, ongoing coaching and relentless support, you’re able to tap into these solutions and offer clients what they really want and need. That is, more control, predictability and flexibility to shape the life and legacy they’ve worked so hard to build.

For pre-retirees and retirees

BOOST GROWTH POTENTIAL & PROTECT FROM MARKET VOLATILITY

CREATE TAX-ADVANTAGED INCOME FOR LIFE

BUILD A TAX-EFFICIENT LEGACY FOR HEIRS - NOT UNCLE SAM

For business owners

UNCOVER HIDDEN TAX OPPORTUNITIES & FREE UP CASH FLOW

GENERATE GREATER WEALTH POTENTIAL

BUILD A TAX-SMART LEGACY FOR LOVED ONES

A platform built to deliver

DIVERSIFY AND STRENGTHEN YOUR PRACTICE

Proactive tax planning

Leverage the country’s leading tax experts to help you identify hidden planning opportunities

Legacy-IRA (LIRA)

A smart alternative to Roth conversions, LIRA turns taxable assets to tax-free wealth and legacy

Business owner strategies

Unknown yet proven methods to help turn profit into tax-advantaged cash flow

Indexed universal life (IUL)

Advanced case design and forward-looking indexes to help clients navigate an uncertain future

Fixed indexed annuities (FIA)

Proprietary solutions designed to generate more growth potential, guarantees and flexibility

Long-term Care (LTC)

Powerful strategies built to help clients and their loved ones greater achieve peace of mind

Premium Finance

Award-winning case design and unrivaled lending solutions customized to address the unique needs of clients

Unrivaled resources and tools to help you excel

Peak Pro Financial is a good fit for my practice because I am able to talk through scenarios with Sarah and the team to make sure we are providing the best alternatives for clients. She and the team pay special attention to detail, specially designing policies so clients get maximum benefits at the lowest cost possible.

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It's not uncommon to have to chase down your IMO for help, but I feel it's the other way around with Peak Pro Financial. My Sales Development Advisor, Patrick, is checking in with me each week looking for ways to help

testimonial-source-Jason C-profile-image